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Sera Prognostics, Inc. (SERA)

USD2.17 +0.19 (+9.60%)
US NASDAQ Healthcare Medical - Diagnostics & Research
Address 2749 East Parleys Way 84109
Salt Lake City, UT, US
CEO Zhenya Lindgardt
IPO 2021-07-15
CIK 1534969 ISIN US81749D1072

Explore sections of this company profile

Description

Sera Prognostics, Inc. is a women's health diagnostics firm that focuses on creating, advancing, and bringing to market biomarker tests aimed at improving pregnancy results. Their primary product, the PreTRM test, is a blood-based biomarker assay specifically designed to predict the likelihood of spontaneous preterm birth in singleton pregnancies where no symptoms are yet present. Additionally, the company is cultivating a portfolio of potential tests for various other pregnancy-related conditions, such as preeclampsia, predicting time-to-birth at a molecular level, gestational diabetes mellitus, restricted fetal growth, stillbirth, and postpartum depression. Established in 2008, the organization's main operations are based in Salt Lake City, Utah.

News Sentiment (7d)
Market Cap & Enterprise Value
Merger & Acquisition History

No mergers or acquisitions recorded for this company.

Technical Outlook
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Signal Summary Loading…
Indicator 1D1W2W3W1M
Each column is computed on that timeframe's candles (1D = daily, 1W ≈ weekly, 1M ≈ monthly), not on the same last day. ▲ bullish · ▼ bearish · — neutral. The Net row counts signals per column; hover any cell (or the indicator name) to see the exact rule behind it.
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
Indicative levels generated algorithmically. Not financial advice.
Risk Profile
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Price Chart
Averages
Trend
Price
Levels
Draw
USD2.17 +0.19 (+9.60%)
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Volume Profile
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Liquidity & share structure
Average Volume
51.1K
Beta
0.94
Float Shares
27.57M
Free Float %
72.2%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
-2.31% -10.11% -20.66% -36.23% -42.71% -42.71% -28.09% -50.73% -85.80% -85.80% -85.80%
Rolling Volatility
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Drawdown
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Relative Strength
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Monthly Returns Heatmap
From To
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Annual Monthly Returns
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Daily Returns Distribution
vs.
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Revenue flow

Revenue by geography

Revenue by segment

From To

Revenue composition

From To

By product

By geography

Financial Statements

Income Statement

Balance Sheet

Cash Flow Statement

Key Metrics

Financial Ratios

Employees

Financial Growth (CAGR)

Market Data

Analyst Consensus (5 ratings, all time) Buy
Price Targets & DCF
Current price
2.17
Low 5.00 +130.4%
Consensus 5.00 +130.4%
Median 5.00 +130.4%
High 5.00 +130.4%
Ratings Trend (MoM) 100% Bullish
Rating 2026-05 Change
Strong Buy 0 0
Buy 3 0
Hold 0 0
Sell 0 0
Strong Sell 0 0
Price Target Summary
Period # Analysts Avg Target
Last Month
Last Quarter
Last Year 1
5.00
+130.4%
All Time 1
5.00
+130.4%
Quality scores
Altman Z-Score
-3.96
Distress
Piotroski F-Score
2 / 9
Weak
MOAT Score
1 / 10
No MOAT
Composite Rating
C
Overall Score
2 / 5
Medium
DCF Score
1 / 5
Low
ROE Score
1 / 5
Low
ROA Score
1 / 5
Low
D/E Score
3 / 5
Medium
P/E Score
1 / 5
Low
P/Book Score
4 / 5
High
Operational MOAT
✗ Below peers
  • Revenue growth Medical - Diagnostics & Research: +7.9%
    +5.2% Q1'26: -63.2% (vs Q1'25)
  • EPS growth Medical - Diagnostics & Research: +30.8%
    +32.3% Q1'26: +15.0% (vs Q1'25)
  • FCF margin FCF growth · Medical - Diagnostics & Research: +32.2%
    -45,487.7% Q1'26: -62,728.6% (vs Q1'25)
  • EBIT margin Medical - Diagnostics & Research: +9.6%
    -45,066.7% Q1'26: -66,857.1% (vs Q1'25)
  • ROIC Medical - Diagnostics & Research: +5.2%
    -94.7% Q1'26: -164.8% (vs Q1'25)
  • Share dilution Medical - Diagnostics & Research: 0.0%
    +43.8% Q1'26: +19.8% (vs Q1'25)
  • Debt / EBITDA Net debt/EBITDA · Medical - Diagnostics & Research: -0.13×
    -0.07× Q1'26: -0.07× (vs Q1'25)
Valuation Multiples From To
DCF Interactive Model (UFCF)
Projection years:
Market assumptions
WACC components (optional)
Ke (Cost of Equity) = Rf + β (0.93) × ERP
WACC = 97% × Ke + 3% × Kd (4.0%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Current price: 2.17
Enterprise Value: Equity Value: Terminal Value: TV as % of EV:

Base values reflect the latest available data for this company and market conditions.

Consensus Estimates
Metric Dec 2021
actual
Dec 2022
actual
Dec 2023
actual
Dec 2024
actual
Dec 2025
actual
Dec 2026
2 Rev. Ana.
1 EPS Ana.
Dec 2027
2 Rev. Ana.
1 EPS Ana.
Dec 2028
1 Rev. Ana.
1 EPS Ana.
Dec 2029
1 Rev. Ana.
1 EPS Ana.
Dec 2030
1 Rev. Ana.
1 EPS Ana.
Revenue
82.0K
est: 193.1K (-57.5%)
268.0K
est: 361.8K (-25.9%)
306.0K
est: 107.0K (+186.0%)
77.0K
est: 110.0K (-30.0%)
81.0K
est: 99.1K (-18.3%)
415.3K
207.7K – 623.0K
+319.1% YoY
3.09M
2.09M – 4.08M
+643.6% YoY
9.12M
4.06M – 14.18M
+195.4% YoY
19.30M
8.60M – 30.00M
+111.6% YoY
35.70M
15.90M – 55.50M
+85.0% YoY
EBITDA
-33.60M
est: -193.1K (-17,305.4%)
-43.37M
est: -361.8K (-11,887.8%)
-35.29M
est: -107.0K (-32,878.5%)
-32.04M
est: -110.0K (-29,024.5%)
-35.56M
est: -99.1K (-35,787.0%)
-415.3K
-623.0K – -207.7K
-319.1% YoY
-3.09M
-4.08M – -2.09M
-643.6% YoY
-9.12M
-14.18M – -4.06M
-195.4% YoY
-19.30M
-30.00M – -8.60M
-111.6% YoY
-35.70M
-55.50M – -15.90M
-85.0% YoY
EBIT
-34.26M
est: -193.1K (-17,646.7%)
-44.13M
est: -361.8K (-12,096.7%)
-36.19M
est: -107.0K (-33,719.6%)
-32.87M
est: -110.0K (-29,781.8%)
-36.50M
est: -99.1K (-36,735.5%)
-415.3K
-623.0K – -207.7K
-319.1% YoY
-3.09M
-4.08M – -2.09M
-643.6% YoY
-9.12M
-14.18M – -4.06M
-195.4% YoY
-19.30M
-30.00M – -8.60M
-111.6% YoY
-35.70M
-55.50M – -15.90M
-85.0% YoY
Net Income
-35.01M
est: -43.55M (+19.6%)
-44.19M
est: -41.57M (-6.3%)
-36.24M
est: -31.54M (-14.9%)
-32.90M
est: -32.99M (+0.3%)
-31.93M
est: -37.83M (+15.6%)
-40.84M
-53.59M – -8.69M
-7.9% YoY
-42.10M
-45.05M – -7.30M
-3.1% YoY
-24.72M
-42.55M – -6.90M
+41.3% YoY
-27.17M
-46.75M – -7.58M
-9.9% YoY
-18.59M
-31.99M – -5.19M
+31.6% YoY
SGA
24.42M
est: 45.89M (-46.8%)
31.48M
est: 86.00M (-63.4%)
24.69M
est: 22.84M (+8.1%)
21.90M
est: 23.48M (-6.7%)
23.25M
est: 21.16M (+9.9%)
88.67M
44.33M – 133.00M
+319.1% YoY
659.36M
447.03M – 871.70M
+643.6% YoY
1.95B
867.51M – 3.03B
+195.4% YoY
4.12B
1.84B – 6.41B
+111.6% YoY
7.62B
3.39B – 11.85B
+85.0% YoY
EPS
-1.18
est: -1.31 (+10.2%)
-1.43
est: -1.48 (+3.7%)
-1.16
est: -0.99 (-17.6%)
-0.99
est: -0.98 (-1.5%)
-0.67
est: -0.70 (+4.5%)
-0.65
-1.12 – -0.18
+6.9% YoY
-0.55
-0.95 – -0.15
+15.9% YoY
-0.52
-0.89 – -0.14
+5.5% YoY
-0.57
-0.98 – -0.16
-9.9% YoY
-0.39
-0.67 – -0.11
+31.6% YoY
Historical Ratings (3M)
Date Rating Overall DCF ROE ROA D/E P/E P/B
2026-05-12 C 2/5 1/5 1/5 1/5 3/5 1/5 4/5
2026-05-11 C 2/5 1/5 1/5 1/5 3/5 1/5 4/5
2026-05-08 C 2/5 1/5 1/5 1/5 3/5 1/5 4/5
2026-05-07 C 2/5 1/5 1/5 1/5 3/5 1/5 4/5
2026-05-06 C 2/5 1/5 1/5 1/5 3/5 1/5 4/5
2026-05-05 C 2/5 1/5 1/5 1/5 3/5 1/5 3/5
2026-05-04 C 2/5 1/5 1/5 1/5 3/5 1/5 3/5
2026-05-01 C 2/5 1/5 1/5 1/5 3/5 1/5 3/5
2026-04-30 C 2/5 1/5 1/5 1/5 3/5 1/5 3/5
2026-04-29 C 2/5 1/5 1/5 1/5 3/5 1/5 3/5
2026-04-28 C 2/5 1/5 1/5 1/5 3/5 1/5 3/5
2026-04-27 C- 1/5 1/5 1/5 1/5 2/5 1/5 3/5
2026-04-24 C- 1/5 1/5 1/5 1/5 2/5 1/5 3/5
2026-04-23 C- 1/5 1/5 1/5 1/5 2/5 1/5 3/5
2026-04-22 C- 1/5 1/5 1/5 1/5 2/5 1/5 3/5
2026-04-21 C- 1/5 1/5 1/5 1/5 2/5 1/5 3/5
2026-04-20 C- 1/5 1/5 1/5 1/5 2/5 1/5 3/5
2026-04-17 C- 1/5 1/5 1/5 1/5 2/5 1/5 3/5
2026-04-16 C- 1/5 1/5 1/5 1/5 2/5 1/5 3/5

Owner Earnings

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
-28.48M
OE per share TTM
-0.57
Owner's Yield
-31.30%
Maintenance CapEx ratio
Maint CapEx / Avg PPE
1,556.0%

Ownership Overview

Ownership breakdown
At a glance
Institutional holders
10
Total invested
11.02M
Insider transactions (90d)
0
Beneficial owners (>5%)
28
Beneficial owners (>5%)
# Reporting person Amount owned % of class Sole voting Shared voting Sole dispositive Shared dispositive Type Citizenship Filing date SEC filing
1 Baker Bros. Advisors (GP) LLC 5.43M 17.90% 5.43M 5.43M HC, OO Delaware 2024-01-10
2 Baker Bros. Advisors LP 5.43M 17.90% 5.43M 5.43M IA, PN Delaware 2024-01-10
3 Felix J. Baker 5.43M 17.90% 5.43M 5.43M HC, IN Delaware 2024-01-10
4 Julian C. Baker 5.43M 17.90% 5.43M 5.43M HC, IN Delaware 2024-01-10
5 ATH Holding Company, LLC 3.20M 10.10% 3.20M 3.20M OO Indiana 2022-02-22
6 Anthem, Inc. 3.20M 10.10% 3.20M 3.20M CO Indiana 2022-02-22
7 Gilbert H. Kliman (a Managing Director of InterWest Management Partners X, LLC) 2.54M 8.60% 2.54M 2.54M IN 2022-02-14
8 InterWest Management Partners X, LLC (the General Partner of InterWest Partners X, LP) 2.54M 8.60% 2.54M 2.54M OO 2022-02-14
9 InterWest Partners X, LP (“IWP X”) 2.54M 8.60% 2.54M 2.54M PN 2022-02-14
10 Keval Desai (a Venture Member of InterWest Management Partners X, LLC) 2.54M 8.60% 2.54M 2.54M IN 2022-02-14
11 Khaled A. Nasr (a Venture Member of InterWest Management Partners X, LLC) 2.54M 8.60% 2.54M IN 2022-02-14
12 Domain Partners VIII, L.P. 2.52M 8.60% 2.52M 2.52M PN Delaware 2022-01-04
13 s 2.05M 6.50% 2.05M HC, IN Delaware 2024-04-01
14 Dr. Yair C. Schindel 1.92M 6.20% 1.92M 1.92M IN Cayman Islands 2022-01-24
15 aMoon General Partner Ltd. 1.92M 6.20% 1.92M 1.92M CO Cayman Islands 2022-01-24
16 aMoon Growth Fund G.P. Limited Partnership 1.92M 6.20% 1.92M 1.92M PN Cayman Islands 2022-01-24
17 aMoon Growth Fund Limited Partnership 1.92M 6.20% 1.92M 1.92M PN Cayman Islands 2022-01-24
18 Vivo Capital IX, LLC 1.86M 6.40% 1.86M 1.86M OO Delaware 2021-07-23
19 Domain Associates, LLC 30.9K 0.10% 30.9K 30.9K PN Delaware 2022-01-04
20 DP VIII Associates, L.P. 18.7K 0.10% 18.7K 18.7K PN Delaware 2022-01-04
21 BXHCP SP II, LLC 3.40% 1.01M 1.01M OO Delaware 2022-07-19
22 BXHCP SP III, LLC 3.40% 1.01M 1.01M OO Delaware 2022-07-19
23 Blue Ox Healthcare Partners SP, LLC 3.40% 1.01M 1.01M OO Delaware 2022-07-19
24 Blue Ox Healthcare Partners, LLC 3.40% 1.01M 1.01M OO Delaware 2022-07-19
25 Blue Ox Healthcare Partners, LLC  Blue Ox Healthcare Partners SP, L 3.40% 1.01M 1.01M OO Delaware 2022-07-19
26 Charles D. Kennedy MD 3.40% 1.01M 1.01M IN Delaware 2022-07-19
27 John A. Neczesny 3.40% 1.01M 1.01M IN Delaware 2022-07-19
28 Oded Levy 3.40% 1.01M 1.01M IN Delaware 2022-07-19

Institutional Activity (13F)

Institutional ownership trend From To
13F snapshot — 2026 Q1
Investors holding
10
-46 vs prev Q
New positions
2
Closed positions
48
Increased
3
Reduced
2
Put/Call ratio
0.00
Calls held
Puts held
Top institutional holders
# Investor Shares / Δ Mkt value / Δ Own% / Δ Weight% / Δ Avg px / Perf. Hold / Status
1 BAKER BROS. ADVISORS LP 5.50M +— (+0.0%) 16.22M -604.8K (-3.6%) 11.10% -0.104 pp 0.10% -0.027 pp USD5.59 -47.2% 18 qtrs
2 WHETSTONE CAPITAL ADVISORS, LLC 3.46M -172.7K (-4.8%) 10.21M -908.9K (-8.2%) 6.99% -0.417 pp 3.18% +0.106 pp USD2.77 +6.5% 3 qtrs
3 ABRDN PLC 2.28M +— (+0.0%) 6.73M -250.8K (-3.6%) 4.60% -0.043 pp 0.01% -0.001 pp USD3.27 -9.8% 4 qtrs
4 VIVO CAPITAL, LLC 1.65M +— (+0.0%) 4.87M -181.5K (-3.6%) 3.33% -0.031 pp 0.31% -0.092 pp USD11.11 -73.4% 18 qtrs
5 VANGUARD GROUP INC 1.24M +22.3K (+1.8%) 3.66M -68.2K (-1.8%) 2.50% +0.022 pp 0.00% +0.000 pp USD5.42 -45.6% 18 qtrs
6 CITADEL ADVISORS LLC 707.6K +53.9K (+8.2%) 2.09M +87.0K (+4.3%) 1.43% +0.096 pp 0.00% +0.000 pp USD3.60 -18.1% 7 qtrs
7 CAPTRUST FINANCIAL ADVISORS 536.8K -65.6K (-10.9%) 1.58M -259.7K (-14.1%) 1.08% -0.144 pp 0.00% -0.001 pp USD2.55 +15.7% 14 qtrs
8 GEODE CAPITAL MANAGEMENT, LLC 334.6K +3.5K (+1.1%) 987.5K -26.1K (-2.6%) 0.68% +0.001 pp 0.00% +0.000 pp USD5.05 -41.6% 18 qtrs
9 AWM INVESTMENT COMPANY, INC. 207.4K +— (+0.0%) 611.8K -22.8K (-3.6%) 0.42% -0.004 pp 0.06% 0.000 pp USD6.12 -51.8% 9 qtrs
10 BLACKROCK, INC. 186.8K +7.8K (+4.3%) 550.9K +3.2K (+0.6%) 0.38% +0.012 pp 0.00% +0.000 pp USD6.75 -56.3% 6 qtrs
11 STATE STREET CORP 124.8K +— (+0.0%) 368.1K -13.7K (-3.6%) 0.25% -0.002 pp 0.00% +0.000 pp USD5.80 -49.1% 12 qtrs
12 MILLENNIUM MANAGEMENT LLC 113.2K -14.1K (-11.1%) 333.9K -55.6K (-14.3%) 0.23% -0.031 pp 0.00% +0.000 pp USD3.40 -13.2% 8 qtrs
13 GSA CAPITAL PARTNERS LLP 107.2K +42.0K (+64.5%) 316.0K +117.0K (+58.8%) 0.22% +0.084 pp 0.03% +0.011 pp USD3.08 -4.2% 4 qtrs
14 CI PRIVATE WEALTH, LLC 100.0K +— (+0.0%) 290.0K -16.0K (-5.2%) 0.20% -0.002 pp 0.00% 0.000 pp USD4.40 -33.0% 9 qtrs
15 NORTHERN TRUST CORP 96.5K +8.1K (+9.1%) 284.8K +14.0K (+5.2%) 0.19% +0.015 pp 0.00% +0.000 pp USD6.82 -56.7% 18 qtrs
16 MORGAN STANLEY 81.0K -3.0K (-3.6%) 238.9K -18.2K (-7.1%) 0.16% -0.008 pp 0.00% +0.000 pp USD7.25 -59.3% 18 qtrs
17 BANK OF NEW YORK MELLON CORP 75.3K +— (+0.0%) 222.0K -8.3K (-3.6%) 0.15% -0.001 pp 0.00% +0.000 pp USD5.78 -49.0% 12 qtrs
18 PERIGON WEALTH MANAGEMENT, LLC 72.7K +— (+0.0%) 214.4K -8.0K (-3.6%) 0.15% -0.001 pp 0.00% -0.001 pp USD5.98 -50.7% 9 qtrs
19 SUSQUEHANNA INTERNATIONAL GROUP, LLP 71.5K +49.2K (+219.7%) 211.0K +142.6K (+208.2%) 0.14% +0.099 pp 0.00% +0.000 pp USD4.57 -35.4% 14 qtrs
20 JANE STREET GROUP, LLC 68.8K +68.8K (+100.0%) 203.0K +203.0K (+100.0%) 0.14% +0.139 pp 0.00% +0.000 pp USD2.95 +0.0% 1 qtrs NEW
21 REQUISITE CAPITAL MANAGEMENT, LLC 55.6K +— (+0.0%) 164.2K -6.1K (-3.6%) 0.11% -0.001 pp 0.03% +0.003 pp USD3.83 -23.0% 14 qtrs
22 TWELVE POINTS WEALTH MANAGEMENT LLC 43.4K +— (+0.0%) 160.1K +27.3K (+20.6%) 0.09% -0.001 pp 0.04% +0.003 pp USD6.04 -51.2% 7 qtrs
23 BALLENTINE PARTNERS, LLC 49.7K +— (+0.0%) 146.5K -5.5K (-3.6%) 0.10% -0.001 pp 0.00% 0.000 pp USD6.04 -51.2% 7 qtrs
24 BRIDGEWAY CAPITAL MANAGEMENT, LLC 45.7K +— (+0.0%) 134.8K -5.0K (-3.6%) 0.09% -0.001 pp 0.00% 0.000 pp USD3.57 -17.4% 12 qtrs
25 HIGHTOWER ADVISORS, LLC 42.2K +— (+0.0%) 124.6K -4.6K (-3.6%) 0.09% -0.001 pp 0.00% +0.000 pp USD9.34 -68.4% 8 qtrs
26 BARCLAYS PLC 36.7K -2.7K (-6.9%) 108.3K -199.4K (-64.8%) 0.07% -0.006 pp 0.00% 0.000 pp USD3.06 -3.6% 7 qtrs
27 SQUAREPOINT OPS LLC 36.3K -56.7K (-61.0%) 107.2K -177.6K (-62.4%) 0.07% -0.116 pp 0.00% 0.000 pp USD3.92 -24.7% 5 qtrs
28 QUBE RESEARCH & TECHNOLOGIES LTD 29.0K +4.9K (+20.3%) 85.5K +11.8K (+16.0%) 0.06% +0.009 pp 0.00% +0.000 pp USD2.80 +5.4% 3 qtrs
29 GOLDMAN SACHS GROUP INC 28.6K -26.2K (-47.8%) 84.4K -83.4K (-49.7%) 0.06% -0.054 pp 0.00% +0.000 pp USD7.62 -61.3% 8 qtrs
30 BIRCH HILL INVESTMENT ADVISORS LLC 27.3K +— (+0.0%) 80.5K -3.0K (-3.6%) 0.06% -0.001 pp 0.00% 0.000 pp USD3.06 -3.6% 2 qtrs
31 UBS GROUP AG 25.2K +672.0 (+2.7%) 74.3K -715.0 (-1.0%) 0.05% +0.001 pp 0.00% +0.000 pp USD3.19 -7.5% 17 qtrs
32 CETERA INVESTMENT ADVISERS 25.0K +25.0K (+100.0%) 73.8K +73.8K (+100.0%) 0.05% +0.051 pp 0.00% +0.000 pp USD2.95 +0.0% 1 qtrs NEW
33 DIMENSIONAL FUND ADVISORS LP 22.9K +510.0 (+2.3%) 67.5K -1.1K (-1.6%) 0.05% +0.001 pp 0.00% +0.000 pp USD7.38 -60.0% 12 qtrs
34 TWO SIGMA INVESTMENTS, LP 22.0K -9.8K (-30.8%) 64.8K -32.3K (-33.3%) 0.04% -0.020 pp 0.00% 0.000 pp USD3.06 -3.6% 2 qtrs
35 LIDO ADVISORS, LLC 16.6K -5.5K (-25.0%) 50.3K -17.6K (-25.9%) 0.03% -0.012 pp 0.00% 0.000 pp USD3.06 -3.6% 2 qtrs
36 FMR LLC 14.8K +— (+0.0%) 43.8K -1.6K (-3.6%) 0.03% 0.000 pp 0.00% +0.000 pp USD3.65 -19.2% 6 qtrs
37 WAGNER WEALTH MANAGEMENT, LLC 12.7K +286.0 (+2.3%) 37.4K -520.0 (-1.4%) 0.03% +0.000 pp 0.01% -0.001 pp USD2.77 +6.5% 3 qtrs
38 RIVERVIEW CAPITAL ADVISERS, LLC 12.7K -64.0 (-0.5%) 37.4K -1.6K (-4.1%) 0.03% 0.000 pp 0.01% +0.000 pp USD2.77 +6.5% 3 qtrs
39 COLONY GROUP, LLC 12.2K +— (+0.0%) 35.9K -1.3K (-3.6%) 0.02% 0.000 pp 0.00% +0.000 pp USD8.14 -63.8% 7 qtrs
40 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 12.1K -7.0 (-0.1%) 35.7K -1.4K (-3.7%) 0.02% 0.000 pp 0.00% +0.000 pp USD5.82 -49.3% 12 qtrs
41 POINT72 ASSET MANAGEMENT, L.P. 11.4K +11.4K (+100.0%) 33.6K +33.6K (+100.0%) 0.02% +0.023 pp 0.00% +0.000 pp USD2.95 +0.0% 1 qtrs NEW
42 ABEL HALL, LLC 11.0K +— (+0.0%) 32.6K -1.2K (-3.6%) 0.02% 0.000 pp 0.01% -0.006 pp USD2.77 +6.5% 3 qtrs
43 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 10.6K +10.6K (+100.0%) 31.5K +31.5K (+100.0%) 0.02% +0.022 pp 0.00% +0.000 pp USD2.95 +0.0% 5 qtrs
44 DEUTSCHE BANK AG\ 8.7K +— (+0.0%) 25.8K -960.0 (-3.6%) 0.02% 0.000 pp 0.00% +0.000 pp USD8.10 -63.6% 7 qtrs
45 GENEOS WEALTH MANAGEMENT INC. 7.8K +3.3K (+73.3%) 23.0K +9.2K (+67.1%) 0.02% +0.007 pp 0.00% +0.000 pp USD3.01 -2.0% 2 qtrs
46 BANK OF AMERICA CORP /DE/ 4.7K -774.0 (-14.2%) 13.8K -2.9K (-17.3%) 0.01% -0.002 pp 0.00% +0.000 pp USD5.59 -47.2% 9 qtrs
47 CWM, LLC 1.0K -1.0 (-0.1%) 3.0K +— (+0.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD5.76 -48.8% 9 qtrs
48 TOWER RESEARCH CAPITAL LLC (TRC) 945.00 +945.0 (+100.0%) 2.8K +2.8K (+100.0%) 0.00% +0.002 pp 0.00% +0.000 pp USD2.95 +0.0% 8 qtrs
49 OPTIVER HOLDING B.V. 412.00 +— (+0.0%) 1.2K -46.0 (-3.6%) 0.00% +0.000 pp 0.00% +0.000 pp USD3.06 -3.6% 2 qtrs
50 389.00 +389.0 (+100.0%) 1.1K +1.1K (+100.0%) 0.00% +0.001 pp 0.00% +0.001 pp USD2.95 +0.0% 1 qtrs NEW
51 FORTITUDE FAMILY OFFICE, LLC 301.00 +— (+0.0%) 888.00 -33.0 (-3.6%) 0.00% +0.000 pp 0.00% +0.000 pp USD3.06 -3.6% 2 qtrs
52 BNP PARIBAS ARBITRAGE, SNC 236.00 +— (+0.0%) 696.00 -26.0 (-3.6%) 0.00% +0.000 pp 0.00% +0.000 pp USD8.14 -63.8% 5 qtrs
53 JPMORGAN CHASE & CO 222.00 +— (+0.0%) 655.00 -24.0 (-3.5%) 0.00% +0.000 pp 0.00% +0.000 pp USD6.16 -52.1% 18 qtrs
54 CITIGROUP INC 200.00 +195.0 (+3,900.0%) 590.00 +575.0 (+3,833.3%) 0.00% +0.000 pp 0.00% +0.000 pp USD3.06 -3.6% 9 qtrs
55 NISA INVESTMENT ADVISORS, LLC 129.00 +— (+0.0%) 381.00 -14.0 (-3.5%) 0.00% +0.000 pp 0.00% +0.000 pp USD4.74 -37.8% 6 qtrs
56 SBI SECURITIES CO., LTD. 7.00 -1.0 (-12.5%) 21.00 -3.0 (-12.5%) 0.00% +0.000 pp 0.00% +0.000 pp USD5.29 -44.2% 5 qtrs
57 BALENTINE LLC -84.5K (-100.0%) -258.5K (-100.0%) 0.00% -0.172 pp 0.00% -0.010 pp USD 2 qtrs SOLD
58 ADVISORY SERVICES NETWORK, LLC -19.0 (-100.0%) -58.0 (-100.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD 2 qtrs SOLD
59 PALLAS CAPITAL ADVISORS LLC -13.7K (-100.0%) -42.0K (-100.0%) 0.00% -0.028 pp 0.00% -0.002 pp USD 5 qtrs SOLD
60 SANDERS MORRIS HARRIS LLC -263.6K (-100.0%) -806.6K (-100.0%) 0.00% -0.537 pp 0.00% -0.107 pp USD 18 qtrs SOLD
61 ROYAL BANK OF CANADA -2.2K (-100.0%) -7.0K (-100.0%) 0.00% -0.005 pp 0.00% +0.000 pp USD 11 qtrs SOLD
62 CLIFTONLARSONALLEN WEALTH ADVISORS, LLC -78.9K (-100.0%) -241.3K (-100.0%) 0.00% -0.161 pp 0.00% -0.004 pp USD 3 qtrs SOLD
63 CAPROCK GROUP, LLC -33.5K (-100.0%) -108.3K (-100.0%) 0.00% -0.068 pp 0.00% -0.003 pp USD 2 qtrs SOLD
64 VANGUARD PERSONALIZED INDEXING MANAGEMENT, LLC -12.6K (-100.0%) -38.4K (-100.0%) 0.00% -0.026 pp 0.00% 0.000 pp USD 2 qtrs SOLD
Ownership breakdown by holder

ETF Ownership

Top ETFs holding this stock Held by 14 ETFs in our universe
# ETF Weight Est. AUM exposure TER
1 iShares Micro-Cap ETF IWC 0.01% 201.6K 0.60%
2 Vanguard Extended Market ETF VXF 0.00% 802.7K 0.05%
3 Avantis U.S. Small Cap Equity ETF AVSC 0.00% 10.6K 0.25%
4 Dimensional - US Core Equity 1 ETF DCOR 0.00% 10.6K 0.14%
5 Vanguard U.S. Total Market Index ETF (CAD-hedged) VUS.TO 0.00% 823.49 0.17%
6 Vanguard U.S. Total Market Shares Index ETF VTS.AX 0.00% 4.1K 0.03%
7 Vanguard U.S. Total Market Index ETF VUN.TO 0.00% 11.1K 0.17%
8 Vanguard Total Stock Market ETF VTI 0.00% 1.91M 0.03%
9 Vanguard All-Equity ETF Portfolio VEQT.TO 0.00% 4.2K 0.22%
10 Vanguard Growth ETF Portfolio VGRO.TO 0.00% 2.3K 0.22%

Insider Activity

Insider Activity — Latest Quarter
Ratio by transactions
0.65
Neutral
Ratio by volume
3.00
Bullish
Buys
11
Sells
17
Shares acquired
698.9K
Shares disposed
86.1K
Cash buys
Cash sales
16.00
Net activity
+612,826
Insider buys vs sells (history) From To
Recent insider transactions From To
Date Person Role Transaction A/D Security Shares Price Value Owned after D/I Filing
2026-03-12 Lindgardt Zhenya Director / Officer A-Award A Stock Option (right to buy) 239,442 1.99 476.5K 239,442 D
2026-03-12 Kearney Paul 0 0.00 0
2026-03-12 Jackson Benjamin Officer A-Award A Stock Option (right to buy) 68,550 1.99 136.4K 68,550 D
2026-03-12 Inglis Tiffany Eul Davis Officer A-Award A Stock Option (right to buy) 27,034 1.99 53.8K 27,034 D
2026-03-12 Harrison Robert Gardner 0 0.00 0
2026-03-12 Boniface John J. 0 0.00 0
2026-03-12 Anderson Dyaarl Lee Jr. Officer A-Award A Stock Option (right to buy) 19,310 1.99 38.4K 19,310 D
2026-03-12 Aerts Austin Officer A-Award A Stock Option (right to buy) 68,550 1.99 136.4K 68,550 D
2026-03-11 Lindgardt Zhenya Director / Officer S-Sale D Class A Common Stock 2,973 2.04 6.1K 738,314 D
2026-03-11 Kearney Paul Officer S-Sale D Class A Common Stock 1,396 2.04 2.8K 163,961 D
2026-03-11 Jackson Benjamin Officer S-Sale D Class A Common Stock 1,027 2.04 2.1K 114,720 D
2026-03-11 Harrison Robert Gardner Officer S-Sale D Class A Common Stock 716 2.04 1.5K 76,712 D
2026-03-11 Boniface John J. Officer S-Sale D Class A Common Stock 1,517 2.04 3.1K 145,842 D
2026-03-11 Aerts Austin Officer S-Sale D Class A Common Stock 1,019 2.04 2.1K 264,452 D
2026-03-10 Lindgardt Zhenya Director / Officer S-Sale D Class A Common Stock 22,639 1.90 43.0K 741,287 D
2026-03-10 Aerts Austin Officer S-Sale D Class A Common Stock 6,069 1.90 11.5K 265,471 D
2026-03-09 Kearney Paul Officer S-Sale D Class A Common Stock 2,026 1.96 4.0K 165,357 D
2026-03-09 Jackson Benjamin Officer S-Sale D Class A Common Stock 3,119 1.96 6.1K 115,747 D
2026-03-09 Harrison Robert Gardner Officer S-Sale D Class A Common Stock 3,360 1.96 6.6K 77,428 D
2026-03-09 Boniface John J. Officer S-Sale D Class A Common Stock 3,038 1.96 6.0K 147,359 D
2026-03-09 Aerts Austin Officer S-Sale D Class A Common Stock 674 1.96 1.3K 271,540 D
2026-03-06 Lawrence Sandra AJ Director S-Sale D Class A Common Stock 1,560 1.95 3.0K 18,033 D
2026-02-24 Harrison Robert Gardner Officer S-Sale D Class A Common Stock 2,000 2.34 4.7K 80,788 D
2026-02-04 Kamdar Kim P. Director J-Other D Class A Common Stock 30,920 0.00 0 I
2026-01-27 Harrison Robert Gardner Officer S-Sale D Class A Common Stock 2,000 2.97 5.9K 82,788 D
2025-12-30 Harrison Robert Gardner Officer S-Sale D Class A Common Stock 2,000 3.00 6.0K 84,788 D
2025-12-10 Lindgardt Zhenya Director / Officer S-Sale D Class A Common Stock 4,155 3.31 13.8K 763,926 D
2025-12-10 Kearney Paul Officer S-Sale D Class A Common Stock 1,213 3.31 4.0K 167,383 D
2025-12-10 Jackson Benjamin Officer S-Sale D Class A Common Stock 892 3.31 3.0K 118,866 D
2025-12-10 Harrison Robert Gardner Officer S-Sale D Class A Common Stock 616 3.31 2.0K 86,788 D
2025-12-10 Boniface John J. Officer S-Sale D Class A Common Stock 1,332 3.31 4.4K 150,397 D
2025-12-10 Aerts Austin Officer S-Sale D Class A Common Stock 873 3.31 2.9K 272,214 D
2025-12-09 Lindgardt Zhenya Director / Officer S-Sale D Class A Common Stock 28,215 3.04 85.8K 768,081 D
2025-12-09 Aerts Austin Officer S-Sale D Class A Common Stock 5,232 3.04 15.9K 273,087 D
2025-12-08 Lawrence Sandra AJ Director S-Sale D Class A Common Stock 1,560 3.05 4.8K 19,593 D
2025-12-05 Mirza Mansoor Raza Director S-Sale D Class A Common Stock 292 3.05 890.60 57,740 D
2025-12-02 Kearney Paul Officer M-Exempt A Class A Common Stock 32,203 1.62 52.2K 200,799 D
2025-12-02 Harrison Robert Gardner Officer S-Sale D Class A Common Stock 2,000 2.93 5.9K 87,404 D
2025-11-26 Kearney Paul Officer M-Exempt A Class A Common Stock 1,986 1.62 3.2K 170,582 D
2025-11-10 Lindgardt Zhenya Director / Officer S-Sale D Class A Common Stock 11,594 2.62 30.4K 796,296 D
2025-11-10 Kearney Paul Officer S-Sale D Class A Common Stock 7,073 2.62 18.5K 168,596 D
2025-11-10 Jackson Benjamin Officer S-Sale D Class A Common Stock 7,059 2.62 18.5K 119,758 D
2025-11-10 Harrison Robert Gardner Officer S-Sale D Class A Common Stock 6,528 2.62 17.1K 89,404 D
2025-11-10 Boniface John J. Officer S-Sale D Class A Common Stock 7,767 2.62 20.3K 151,726 D
2025-11-10 Aerts Austin Officer S-Sale D Class A Common Stock 6,351 2.62 16.6K 278,319 D
2025-11-05 Mirza Mansoor Raza Director S-Sale D Class A Common Stock 221 3.04 671.84 58,032 D
2025-11-04 Harrison Robert Gardner Officer S-Sale D Class A Common Stock 2,000 3.07 6.1K 95,932 D
2025-10-15 Inglis Tiffany Eul Davis Officer A-Award A Stock Option (right to buy) 107,000 3.13 334.9K 107,000 D
2025-10-07 Harrison Robert Gardner Officer S-Sale D Class A Common Stock 2,000 3.18 6.4K 97,932 D
2025-10-06 Mirza Mansoor Raza Director S-Sale D Class A Common Stock 227 3.16 717.32 58,253 D
2025-10-01 Inglis Tiffany Eul Davis 0 0.00 0
2025-09-11 Lindgardt Zhenya Director / Officer S-Sale D Class A Common Stock 3,246 3.13 10.2K 807,890 D
2025-09-11 Kearney Paul Officer S-Sale D Class A Common Stock 1,271 3.13 4.0K 175,669 D
2025-09-11 Jackson Benjamin Officer S-Sale D Class A Common Stock 934 3.13 2.9K 126,817 D
2025-09-11 Harrison Robert Gardner Officer S-Sale D Class A Common Stock 645 3.13 2.0K 99,932 D
2025-09-11 Boniface John J. Officer S-Sale D Class A Common Stock 1,395 3.13 4.4K 159,493 D
2025-09-11 Aerts Austin Officer S-Sale D Class A Common Stock 915 3.13 2.9K 284,670 D
2025-09-09 Lindgardt Zhenya Director / Officer S-Sale D Class A Common Stock 21,158 3.15 66.6K 811,136 D
2025-09-09 Lawrence Sandra AJ Director S-Sale D Class A Common Stock 3,899 3.05 11.9K 18,814 D
2025-09-09 Harrison Robert Gardner Officer S-Sale D Class A Common Stock 2,000 3.05 6.1K 100,577 D
2025-09-09 Aerts Austin Officer S-Sale D Class A Common Stock 5,263 3.15 16.6K 285,585 D
2025-09-05 Mirza Mansoor Raza Director S-Sale D Class A Common Stock 222 3.35 743.70 58,480 D
2025-09-02 Kearney Paul Officer S-Sale D Class A Common Stock 1,458 3.49 5.1K 176,940 D
2025-08-29 Kearney Paul Officer S-Sale D Class A Common Stock 10,542 3.49 36.8K 178,398 D
2025-08-20 Harrison Robert Gardner Officer S-Sale D Class A Common Stock 6,000 2.22 13.3K 102,577 D
2025-08-08 Lindgardt Zhenya Director / Officer S-Sale D Class A Common Stock 8,571 2.54 21.8K 832,294 D
2025-08-08 Kearney Paul Officer S-Sale D Class A Common Stock 6,460 2.54 16.4K 188,940 D
2025-08-08 Jackson Benjamin Officer S-Sale D Class A Common Stock 6,447 2.54 16.4K 127,751 D
2025-08-08 Harrison Robert Gardner Officer S-Sale D Class A Common Stock 5,962 2.54 15.1K 108,577 D
2025-08-08 Boniface John J. Officer S-Sale D Class A Common Stock 7,094 2.54 18.0K 160,888 D
2025-08-08 Aerts Austin Officer S-Sale D Class A Common Stock 5,800 2.54 14.7K 290,848 D
2025-08-05 Mirza Mansoor Raza Director S-Sale D Class A Common Stock 225 2.50 562.50 58,702 D
2025-07-07 Mirza Mansoor Raza Director S-Sale D Class A Common Stock 234 2.36 552.24 58,927 D
2025-06-30 Trimble Ryan 0 0.00 0
2025-06-23 Anderson Dyaarl Lee Jr. Officer A-Award A Class A Common Stock 67,114 0.00 67,114 D
2025-06-10 Lindgardt Zhenya Director / Officer S-Sale D Class A Common Stock 3,344 1.48 4.9K 840,865 D
2025-06-10 Kearney Paul Officer S-Sale D Class A Common Stock 1,311 1.48 1.9K 195,400 D
2025-06-10 Jackson Benjamin Officer S-Sale D Class A Common Stock 965 1.48 1.4K 134,198 D
2025-06-10 Harrison Robert Gardner Officer S-Sale D Class A Common Stock 667 1.48 987.16 114,539 D
2025-06-10 Boniface John J. Officer S-Sale D Class A Common Stock 1,439 1.48 2.1K 167,982 D
2025-06-10 Aerts Austin Officer S-Sale D Class A Common Stock 945 1.48 1.4K 296,648 D
2025-06-09 Lindgardt Zhenya Director / Officer S-Sale D Class A Common Stock 23,042 1.43 33.0K 844,209 D
2025-06-09 Aerts Austin Officer S-Sale D Class A Common Stock 5,735 1.43 8.2K 297,593 D
2025-06-06 Mirza Mansoor Raza Director S-Sale D Class A Common Stock 107 1.58 169.06 59,161 D
2025-06-05 Wilson Marcus Dean 0 0.00 0
2025-06-05 Trimble Ryan Director A-Award A Class A Common Stock 15,596 0.00 22,713 D
2025-06-05 Phillips Joshua Director A-Award A Stock Option (right to buy) 25,000 1.60 40.0K 25,000 D
2025-06-05 Mirza Mansoor Raza Director A-Award A Stock Option (right to buy) 25,000 1.60 40.0K 25,000 D
2025-06-05 Lawrence Sandra AJ Director A-Award A Stock Option (right to buy) 25,000 1.60 40.0K 25,000 D
2025-06-05 Kamdar Kim P. Director A-Award A Class A Common Stock 15,596 0.00 29,342 D
2025-06-05 CRITCHFIELD GREGORY C Director A-Award A Class A Common Stock 15,596 0.00 822,866 D
2025-06-05 Barlow Jane F Director A-Award A Stock Option (right to buy) 25,000 1.60 40.0K 25,000 D
2025-05-30 Jackson Benjamin Officer A-Award A Class A Common Stock 3,703 1.33 4.9K 135,163 D
2025-05-30 Boniface John J. Officer A-Award A Class A Common Stock 3,703 1.33 4.9K 169,421 D
2025-05-19 Anderson Dyaarl Lee Jr. 0 0.00 0
2025-05-08 Mirza Mansoor Raza Director S-Sale D Class A Common Stock 106 2.44 258.64 43,672 D
2025-05-08 Lindgardt Zhenya Director / Officer S-Sale D Class A Common Stock 9,406 2.44 23.0K 867,251 D
2025-05-08 Kearney Paul Officer S-Sale D Class A Common Stock 7,089 2.44 17.3K 196,711 D
2025-05-08 Jackson Benjamin Officer S-Sale D Class A Common Stock 7,084 2.44 17.3K 131,460 D
2025-05-08 Harrison Robert Gardner Officer S-Sale D Class A Common Stock 6,551 2.44 16.0K 115,206 D
2025-05-08 Boniface John J. Officer S-Sale D Class A Common Stock 5,132 2.44 12.5K 165,718 D
2025-05-08 Aerts Austin Officer S-Sale D Class A Common Stock 6,374 2.44 15.6K 303,328 D
2025-04-07 Mirza Mansoor Raza Director S-Sale D Class A Common Stock 107 3.35 358.45 43,778 D
2025-03-20 Elliott Jeffrey Thomas Director A-Award A Stock Option (right to buy) 47,363 3.93 186.1K 47,363 D
2025-03-07 Lindgardt Zhenya Director / Officer S-Sale D Class A Common Stock 29,722 4.12 122.5K 876,657 D
2025-03-07 Harrison Robert Gardner Officer S-Sale D Class A Common Stock 3,874 4.16 16.1K 121,757 D
2025-03-07 Aerts Austin Officer S-Sale D Class A Common Stock 4,818 4.12 19.9K 309,702 D
2025-03-06 Mirza Mansoor Raza Director S-Sale D Class A Common Stock 99 4.16 411.84 43,885 D
2025-03-06 Lindgardt Zhenya Director / Officer A-Award A Class A Common Stock 126,920 0.00 906,379 D
2025-03-06 Kearney Paul Officer S-Sale D Class A Common Stock 1,338 4.16 5.6K 203,800 D
2025-03-06 Jackson Benjamin Officer S-Sale D Class A Common Stock 2,285 4.16 9.5K 138,544 D
2025-03-06 Harrison Robert Gardner Officer S-Sale D Class A Common Stock 3,251 4.16 13.5K 125,631 D
2025-03-06 Boniface John J. Officer S-Sale D Class A Common Stock 2,044 4.16 8.5K 170,850 D
2025-03-06 Aerts Austin Officer S-Sale D Class A Common Stock 540 4.16 2.2K 314,520 D
2025-03-05 Kearney Paul Officer A-Award A Class A Common Stock 47,010 0.00 205,138 D
2025-03-05 Jackson Benjamin Officer A-Award A Stock Option (right to buy) 49,420 4.20 207.6K 49,420 D
2025-03-05 Harrison Robert Gardner Officer A-Award A Stock Option (right to buy) 36,830 4.20 154.7K 36,830 D
2025-03-05 Boniface John J. Officer A-Award A Class A Common Stock 47,010 0.00 172,894 D
2025-03-05 Aerts Austin Officer A-Award A Stock Option (right to buy) 53,810 4.20 226.0K 53,810 D
2025-02-13 Jackson Benjamin Officer S-Sale D Class A Common Stock 5,915 4.58 27.1K 106,239 D
2025-02-13 Harrison Robert Gardner Officer S-Sale D Class A Common Stock 3,610 4.28 15.5K 103,112 D
2025-02-12 Mirza Mansoor Raza Director S-Sale D Class A Common Stock 101 4.58 462.58 43,984 D
2025-02-12 Lindgardt Zhenya Director / Officer S-Sale D Class A Common Stock 14,075 4.58 64.5K 779,459 D
2025-02-12 Kearney Paul Officer S-Sale D Class A Common Stock 5,342 4.58 24.5K 158,128 D
2025-02-12 Harrison Robert Gardner Officer S-Sale D Class A Common Stock 7,297 4.58 33.4K 106,722 D
2025-02-12 Boniface John J. Officer S-Sale D Class A Common Stock 5,915 4.58 27.1K 125,884 D
2025-02-12 BAKER BROS. ADVISORS LP 10% Owner Pre-Funded Warrants 10,304,453 0.00 1.0K 0 I
2025-02-12 Aerts Austin Officer S-Sale D Class A Common Stock 5,915 4.58 27.1K 277,410 D
2025-02-11 Harrison Robert Gardner Officer S-Sale D Class A Common Stock 554 3.97 2.2K 114,019 D
2025-01-27 Mirza Mansoor Raza Director M-Exempt A Class A Common Stock 37,549 0.91 34.2K 44,085 D
2025-01-14 Phillips Joshua Director S-Sale D Class A Common Stock 2,695 6.29 17.0K 0 I
2025-01-14 Jackson Benjamin Officer S-Sale D Class A Common Stock 8,407 6.20 52.1K 112,154 D
2025-01-13 Phillips Joshua Director S-Sale D Class A Common Stock 3,458 6.39 22.1K 2,695 I
2025-01-13 Jackson Benjamin Officer S-Sale D Class A Common Stock 7,912 6.38 50.5K 120,561 D
2025-01-13 Harrison Robert Gardner Officer S-Sale D Class A Common Stock 2,264 6.47 14.6K 114,573 D
2025-01-10 Phillips Joshua Director S-Sale D Class A Common Stock 643 8.03 5.2K 4,229 I
2025-01-10 Kearney Paul Officer S-Sale D Class A Common Stock 12,275 7.36 90.3K 164,614 D
2025-01-10 Jackson Benjamin Officer S-Sale D Class A Common Stock 12,041 7.36 88.6K 129,704 D
2025-01-10 Harrison Robert Gardner Officer S-Sale D Class A Common Stock 12,372 7.30 90.3K 118,674 D
2025-01-10 Aerts Austin Officer S-Sale D Class A Common Stock 2,431 8.06 19.6K 283,325 D
2025-01-06 Mirza Mansoor Raza Director S-Sale D Class A Common Stock 100 7.69 769.00 6,536 D
2024-12-10 Lindgardt Zhenya Director / Officer S-Sale D Class A Common Stock 26,224 7.41 194.3K 793,534 D
2024-12-10 Aerts Austin Officer S-Sale D Class A Common Stock 5,730 7.41 42.5K 285,756 D
2024-12-06 Mirza Mansoor Raza Director S-Sale D Class A Common Stock 93 7.12 662.16 6,636 D
2024-11-11 Mirza Mansoor Raza Director S-Sale D Class A Common Stock 95 7.32 695.40 6,729 D
2024-11-11 Lindgardt Zhenya Director / Officer S-Sale D Class A Common Stock 12,075 7.32 88.4K 819,758 D
2024-11-11 Kearney Paul Officer S-Sale D Class A Common Stock 4,078 7.32 29.9K 176,889 D
2024-11-11 Jackson Benjamin Officer S-Sale D Class A Common Stock 4,727 7.32 34.6K 135,528 D
2024-11-11 Harrison Robert Gardner Officer S-Sale D Class A Common Stock 4,727 7.32 34.6K 131,046 D
2024-11-11 Boniface John J. Officer S-Sale D Class A Common Stock 4,727 7.32 34.6K 125,120 D
2024-11-11 Aerts Austin Officer S-Sale D Class A Common Stock 7,179 7.32 52.6K 291,486 D
2024-10-07 Mirza Mansoor Raza Director S-Sale D Class A Common Stock 96 7.15 686.40 6,824 D
2024-09-10 Lindgardt Zhenya Director / Officer S-Sale D Class A Common Stock 25,085 7.57 189.9K 831,833
2024-09-10 Aerts Austin Officer S-Sale D Class A Common Stock 5,056 7.57 38.3K 298,665
2024-09-06 Mirza Mansoor Raza Director S-Sale D Class A Common Stock 96 7.16 687.36 6,920
2024-08-07 Mirza Mansoor Raza Director S-Sale D Class A Common Stock 101 7.42 749.42 7,016
2024-08-07 Lindgardt Zhenya Director / Officer S-Sale D Class A Common Stock 12,327 7.42 91.5K 856,918
2024-08-07 Kearney Paul Officer S-Sale D Class A Common Stock 4,333 7.42 32.2K 180,967
2024-08-07 Jackson Benjamin Officer S-Sale D Class A Common Stock 5,022 7.42 37.3K 140,255
2024-08-07 Harrison Robert Gardner Officer S-Sale D Class A Common Stock 5,022 7.42 37.3K 135,773
2024-08-07 Boniface John J. Officer S-Sale D Class A Common Stock 5,022 7.42 37.3K 129,847
2024-08-07 Aerts Austin Officer S-Sale D Class A Common Stock 6,760 7.42 50.2K 303,721
2024-07-13 Wilson Marcus Dean Director A-Award A Stock Option (right to buy) 10,549 8.43 88.9K 10,549
2024-06-10 Lindgardt Zhenya Director / Officer S-Sale D Class A Common Stock 26,867 8.11 217.9K 869,245
2024-06-10 Aerts Austin Officer S-Sale D Class A Common Stock 5,415 8.11 43.9K 310,481
2024-06-06 Trimble Ryan Director A-Award A Class A Common Stock 7,117 0.00 7,117
2024-06-06 Phillips Joshua Director A-Award A Stock Option (right to buy) 10,549 8.43 88.9K 10,549
2024-06-06 Mirza Mansoor Raza Director A-Award A Class A Common Stock 7,117 0.00 7,117
2024-06-06 Lawrence Sandra AJ Director A-Award A Class A Common Stock 7,117 0.00 7,117
2024-06-06 Kamdar Kim P. Director A-Award A Class A Common Stock 7,117 0.00 13,746
2024-06-06 CRITCHFIELD GREGORY C Director A-Award A Stock Option (right to buy) 10,549 8.43 88.9K 10,549
2024-06-06 Barlow Jane F Director A-Award A Class A Common Stock 7,117 0.00 7,117
2024-06-03 Phillips Joshua Director J-Other D Class A Common Stock 356,660 0.00 17,684
2024-06-03 CRITCHFIELD GREGORY C Director J-Other A Class A Common Stock 195 0.00 800,140
2024-05-15 Kearney Paul Officer S-Sale D Class A Common Stock 10,387 8.24 85.6K 185,300
2024-05-10 Kearney Paul Officer A-Award A Class A Common Stock 40,854 0.00 195,687
2024-05-08 Lindgardt Zhenya Director / Officer S-Sale D Class A Common Stock 11,992 9.59 115.0K 896,112
2024-05-08 Kearney Paul Officer S-Sale D Class A Common Stock 4,205 9.59 40.3K 154,833
2024-05-08 Jackson Benjamin Officer S-Sale D Class A Common Stock 4,902 9.59 47.0K 145,277
2024-05-08 Harrison Robert Gardner Officer S-Sale D Class A Common Stock 4,902 9.59 47.0K 140,795
2024-05-08 Boniface John J. Officer S-Sale D Class A Common Stock 4,902 9.59 47.0K 134,869
2024-05-08 Aerts Austin Officer S-Sale D Class A Common Stock 6,592 9.59 63.2K 315,896
2024-03-28 Boniface John J. Officer S-Sale D Class A Common Stock 24,474 9.04 221.2K 139,771
2024-03-27 Boniface John J. Officer M-Exempt D Stock Option (right to buy) 48,909 0.91 44.5K 24,474
2024-03-26 Lindgardt Zhenya Director / Officer S-Sale D Class A Common Stock 38,899 9.37 364.5K 908,104
2024-03-26 Boniface John J. Officer S-Sale D Class A Common Stock 21,438 9.55 204.7K 143,524
2024-03-26 Aerts Austin Officer S-Sale D Class A Common Stock 8,092 9.37 75.8K 322,488
2024-03-25 Boniface John J. Officer S-Sale D Class A Common Stock 22,163 9.10 201.7K 164,962
2024-03-06 Kearney Paul Officer S-Sale D Class A Common Stock 1,028 9.02 9.3K 159,038
2024-03-06 Jackson Benjamin Officer S-Sale D Class A Common Stock 1,856 9.02 16.7K 150,179
2024-03-06 Harrison Robert Gardner Officer S-Sale D Class A Common Stock 2,138 9.02 19.3K 145,697
2024-03-06 Boniface John J. Officer S-Sale D Class A Common Stock 1,664 9.02 15.0K 187,125
2024-03-06 Aerts Austin Officer S-Sale D Class A Common Stock 444 9.02 4.0K 330,580
2024-02-06 Lindgardt Zhenya Director / Officer S-Sale D Class A Common Stock 27,997 8.03 224.8K 947,003
2024-02-06 Kearney Paul Officer S-Sale D Class A Common Stock 4,984 8.03 40.0K 160,066
2024-02-06 Jackson Benjamin Officer S-Sale D Class A Common Stock 5,665 8.03 45.5K 152,035
2024-02-06 Harrison Robert Gardner Officer S-Sale D Class A Common Stock 5,665 8.03 45.5K 147,835
2024-02-06 Boniface John J. Officer S-Sale D Class A Common Stock 5,665 8.03 45.5K 188,789
2024-02-06 Aerts Austin Officer S-Sale D Class A Common Stock 9,786 8.03 78.6K 331,024
2023-12-07 Jackson Benjamin Officer S-Sale D Class A Common Stock 10,000 5.22 52.2K 157,700

Executive team

Top executives
EBIT / Employee
-5.8K
Shares Outstanding
38.19M

Executive compensation

Executive compensation (annual)
# Year Executive Salary Bonus Stock award Option award Incentive Other Total % Stock-
based
Filing
1 2025 Zhenya Lindgardt President and Chief Executive Officer 607.0K 526.7K 494.0K 392.1K 14.0K 2.03M 50.19%
2 2025 John J. Boniface, Ph.D. Chief Scientific Officer 439.1K 197.4K 187.0K 166.7K 14.0K 1.00M 38.28%
3 2025 Paul Kearney, Ph.D. Chief Data Officer 426.1K 197.4K 187.0K 160.2K 14.0K 984.7K 39.04%
4 2024 Paul Kearney, Ph.D. Chief Data Officer 391.3K 378.3K 63.6K 13.8K 847.0K 44.66%
5 2024 Zhenya Lindgardt President and Chief Executive Officer 447.3K 232.3K 13.8K 693.4K 0.00%
6 2024 John J. Boniface, Ph.D. Chief Scientific Officer 358.9K 58.6K 13.8K 431.3K 0.00%
7 2023 Zhenya Lindgardt President and Chief Executive Officer 303.0K 1.81M 57.2K 22.6K 2.20M 82.57%
8 2023 Gregory C. Critchfield, M.D., M.S. Former Chairman, President, and Chief Executive Officer 313.0K 231.4K 243.0K 131.4K 594.0K 1.51M 31.36%
9 2023 Austin Aerts Chief Financial Officer 307.6K 645.2K 23.2K 46.8K 13.2K 1.04M 64.51%
10 2023 John J. Boniface, Ph.D. Chief Scientific Officer 398.5K 316.5K 88.2K 55.6K 13.2K 872.0K 46.41%
11 2023 Paul Kearney, Ph.D. Chief Data Officer 407.4K 293.3K 63.9K 56.9K 12.4K 834.0K 42.83%
12 2022 Gregory C. Critchfield, M.D., M.S. Chairman, President, and Chief Executive Officer 584.0K 2.98M 3.56M 0.00%
13 2022 Michael R. Foley, M.D. Chief Medical Officer 428.4K 2.86M 3.29M 0.00%
14 2022 Jay Moyes Chief Financial Officer 421.1K 1.47M 1.89M 0.00%
15 2022 Gregory C. Critchfield, M.D., M.S. Former Chairman, President, and Chief Executive Officer 584.0K 989.6K 206.7K 1.78M 55.59%
16 2022 John J. Boniface, Ph.D. Chief Scientific Officer 406.1K 280.8K 127.2K 12.2K 826.2K 33.98%
17 2022 Austin Aerts Chief Financial Officer 230.2K 91.1K 57.5K 10.7K 389.4K 23.39%
18 2022 Zhenya Lindgardt President and Chief Executive Officer 120.0K 37.5K 157.5K 76.19%
19 2021 Gregory C. Critchfield, M.D., M.S. Chairman, President, and Chief Executive Officer 500.1K 1.96M 2.46M 0.00%
20 2021 Robert G. Harrison Chief Information Officer 238.8K 1.60M 67.8K 1.91M 83.94%
21 2021 Jay Moyes Chief Financial Officer 380.1K 1.51M 1.89M 0.00%
22 2021 Benjamin G. Jackson General Counsel 223.3K 1.29M 100.4K 1.62M 79.99%
23 2021 Michael R. Foley, M.D. Chief Medical Officer 20.0K 20.0K 0.00%
24 2020 Gregory C. Critchfield, M.D., M.S. Chairman, President, and Chief Executive Officer 400.0K 408.9K 144.0K 952.9K 42.91%
CEO compensation breakdown

Proxy statements

Proxy statements (DEF 14A)
Filing date Form type Filing
2026-04-24 DEFA14A
2026-04-24 DEF 14A

Recent SEC filings

Recent SEC filings
Filing date Form type Filing
2026-05-06 8-K
2026-05-06 4
2026-05-06 4
2026-05-06 4
2026-05-06 10-Q
2026-05-01 SC 13G/A
2026-04-24 DEFA14A
2026-04-24 DEF 14A
2026-04-24 ARS
2026-03-18 S-8

Executive team

NameTitleCompensationGender
Zhenya Lindgardt President, Chief Executive Officer & Director 1M female
John J. Boniface Chief Scientific Officer 619.8K
Paul Kearney Chief Data Officer 600.3K
Tiffany Inglis FACOG Chief Medical Officer 575.5K
Benjamin G. Jackson General Counsel & Corporate Secretary 410.8K male
Robert G. Harrison Chief Information Officer 384.2K male
Austin Aerts Chief Financial Officer 367.6K male
Gregory C. Critchfield Executive Director 35.0K
Lee Anderson Chief Commercial Officer male
Jennifer Zibuda Head of Investor Relations female
Chuck Hyde Head of Market Access male
ESG Rating
B
MEDICAL - DIAGNOSTICS & RESEARCH
2026
E (Environmental)
49.0 / 61.3
Company / Sector avg.
S (Social)
59.7 / 65.4
Company / Sector avg.
G (Governance)
56.5 / 64.9
Company / Sector avg.
ESG Total
55.0 / 63.8
Company / Sector avg.
ESG Score History MEDICAL - DIAGNOSTICS & RESEARCH
Benchmark vs Sector
Senate Trading Activity

No Senate trading activity found for this company.

House Trading Activity

No House trading activity found for this company.

Market share among peers
Peer comparison — filtered group (TTM)
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Dividend history

Earnings history

Earnings reports

Stock splits